Pathstone Family Office’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,203
| Closed | -$208K | – | 1341 |
|
|
2022
Q4 | $208K | Buy |
+4,203
| New | +$208K | ﹤0.01% | 1371 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$1K | – | 939 |
|
|
2020
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1065 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$1K | – | 831 |
|
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 719 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$2K | – | 745 |
|
|
2019
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 768 |
|
|
2018
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 454 |
|
|
2017
Q2 | – | Sell |
-18
| Closed | -$1K | – | 499 |
|
|
2017
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 473 |
|